See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,184 | $109,881-24.3% | $150,045-44.6% | $84,808-1.9% |
| Participation rate | 28.6% | 76.1%-47.5pp | 82.3%-53.8pp | 68.3%-39.7pp |
| Annual return | 14.72% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,194 | $3,561-66.5% | $4,693-74.6% | $2,631-54.6% |
| Participant deferral / active EE | $3,361 | $6,636-49.4% | $7,997-58.0% | $4,212-20.2% |
| Admin fee / account holder | $1,993 | $8,568-76.7% | $13,435-85.2% | $7,344-72.9% |